+84.3%
VZ vs LQD
+15.0%
+69.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.2% | +0.2% | 0.0% | +0.1% |
| 30D | +7.1% | -0.6% | +7.7% | +7.3% |
| 3M | +12.8% | -1.2% | +14.0% | +13.3% |
| 6M | +1.8% | -1.9% | +3.7% | +2.4% |
| YTD | +30.0% | -1.3% | +31.3% | +30.4% |
| 1Y | +24.3% | -1.0% | +25.3% | +24.6% |
| 3Y | +84.3% | +15.2% | +69.1% | +67.4% |
| All | +84.3% | +15.0% | +69.3% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LQD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling